The Setup for a Year-End Rally Is Getting Stronger

Earnings season is off to a strong start, with Treasury yields pulling back and the stock market holding near key support. Improving earnings, falling rates, and healthy sector rotation may be strengthening the setup for a year-end rally.

Tom looks at the sector rotation supporting the broader market, highlights five stocks to watch, and explains why the combination of stronger earnings and lower rates could matter a lot as the market moves deeper into the fourth quarter.

This video originally premiered on October 22, 2026. Watch it on Tom's StockCharts TV page here.

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Market Analysis Earnings Volatility Sectors
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